As an Executive Partner, Ami integrates the major growth strategies of the firm’s infrastructure within the areas of Advisor Development, Practice Management, Financial Planning/Design Center Services, Advisor Shared Services, Technology, and Compliance. She is an integral part of steering the leadership team to function as a cohesive and collaborative group. Ami’s relentless obsession with values alignment, focus, simplicity, and clarity work toward the overall success of the advisors, staff, and firm. She creates core processes and operating systems within the organization to ensure the high standards of the firm are adhered to. She also continues to maintain her own successful financial advising practice.
Ami earned her Bachelor of Science in Finance at Bentley University. She currently resides in Southborough, MA. Outside of her professional work, Ami enjoys spending time in one of her most important roles as a mom to her daughter, Lillian.
101 Federal Street, Suite 800
Boston, MA 02110